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INSTITUTIONS
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RETIREMENT PLAN INVESTOR
Use your plan ID (available on your account statement) to determine which employer-sponsored retirement plan website to use:
IF YOUR PLAN ID BEGINS WITH IRK, BRK, 1 OR 2
Visit americanfunds.com/retire
IF YOUR PLAN ID BEGINS WITH 34 OR 135
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DEFINED CONTRIBUTION FOCUS FUNDS
EMPLOYER-SPONSORED PLANS
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PracticeLabTM
Actionable ideas to help you serve your clients and grow your business.
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CLIENT ACCOUNT SUPPORT
Quickly determine the best target date funds for your needs:
- View comprehensive Morningstar® data for all available TDF series
- Analyze glide path, risk, returns, expenses and more
- Create client-ready reports
- Get reliable insights based on DOL guidance to assist you with your fiduciary due diligence
Have a question? Want us to run your evaluation for you?
Call us at (800) 421-9900, ext. 46
*Based on mutual fund assets under management as of 12/31/20. The series shown use the lowest expense share class with a minimum investment requirement of less than $10 million and a minimum track record of at least five years.
Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.
Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing.
All Capital Group trademarks mentioned are owned by The Capital Group Companies, Inc., an affiliated company or fund. All other company and product names mentioned are the property of their respective companies.
Use of this website is intended for U.S. residents only.
American Funds Distributors, Inc., member FINRA.
This content, developed by Capital Group, home of American Funds, should not be used as a primary basis for investment decisions and is not intended to serve as impartial investment or fiduciary advice.